Create a task template by saving a form

Save a populated Universal Task form as a template. This is an alternative method for creating a task template.

Before you begin

Make sure you have a Universal Task form that you want to use. If you need to create a form, see Create a universal task.

Role required: sn_uni_task.template_admin

Procedure

1. Navigate to a Universal Task form.

2. Complete the form as it should appear when a user applies the template.

3. Right-click the form header and click Save.

4. Click Create Universal Task Template.

   The task template with the filled forms appears.

5. In the Name, enter a descriptive name for the template.

6. Set the Parent table field to a service-specific table.

   If you choose not to select any table, then the configuration will apply to all tables.

7. Make additional changes as required.

8. Click Submit.

Parent Topic:Universal Task templates